Lazard Asset Management’s Zuora, Inc. ZUO Stock Holding History

Lazard Asset Management’s Portfolio ZUO Stock Details ZUO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,023	Closed	-$24K	–	2516
2023 Q3	$24K	Buy	3,023 +1,635	+118%	+$16.1K	﹤0.01%	2077
2023 Q2	$15K	Sell	1,388 -6,554	-83%	-$62.1K	﹤0.01%	2159
2023 Q1	$78K	Hold	7,942	–	–	﹤0.01%	1630
2022 Q4	$50K	Hold	7,942	–	–	﹤0.01%	1820
2022 Q3	$58K	Hold	7,942	–	–	﹤0.01%	1734
2022 Q2	$71K	Buy	+7,942	New	+$88.2K	﹤0.01%	1661
2021 Q4	–	Sell	-20,000	Closed	-$331K	–	2492
2021 Q3	$331K	Buy	+20,000	New	+$337K	﹤0.01%	1228

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management's ZUO Position: Q4 2023 in Review

Lazard Asset Management sold out of Zuora, Inc. (ZUO) in Q4 2023, closing a stake of 3,023 shares — an estimated $24K sold.

Lazard Asset Management first reported a position in ZUO in Q3 2021 and held it in 7 quarters. The position peaked at $331K in Q3 2021. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

Lazard Asset Management reported no remaining Zuora, Inc. position as of Q4 2023 after selling out during the quarter.
Lazard Asset Management sold 3,023 Zuora, Inc. shares in Q4 2023, an estimated $24K.
Lazard Asset Management first reported a position in Zuora, Inc. in Q3 2021 and held it in 7 quarters.
Lazard Asset Management's Zuora, Inc. position peaked at $331K in Q3 2021.
201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.